Lynn Bender
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3 votesLynn Bender
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1 vote
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2 votesLynn Bender
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1 voteLynn Bender
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An error occurred while saving the comment Lynn Bender
commented
Hello,
I noticed that if I un-archive a "service type" and I make changes/edits, instead of only making the change going forward, the changes/edits will go all the way back in time to old appointments/schedule. It is a concern since it can become an issue down the line. Or we should not be able to unarchive a service types and make changes to it.
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5 votes
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5 votesLynn Bender
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4 votesLynn Bender
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2 votesLynn Bender
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2 votesLynn Bender
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11 votesLynn Bender
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3 votes
An error occurred while saving the comment Lynn Bender
commented
It would be great if client credits applied to client balance due is shown on the payment receipts and statements so that its clear to the client that a credit was applied to the total balance due.
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1 voteLynn Bender
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3 votesLynn Bender
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3 votesLynn Bender
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1 voteLynn Bender
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An error occurred while saving the comment Lynn Bender
commented
If a case has been closed and you click on the notes tab, it automatically creates/opens a new case. Can this be fixed so that its not creating a new case every time you click on the notes tab.
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30 votes
An error occurred while saving the comment Lynn Bender
commented
Is it possible to give administrative access to staff profiles. This would benefit our admin team in assisting with managing all staff profiles without having to rely on the actual staff member to make the requested or correct updates/changes.
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1 voteLynn Bender
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2 votesLynn Bender
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2 votesLynn Bender
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1 voteLynn Bender
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It would be nice if we did not have to remove signatures just to make a change to an appointment or invoice. Keeping the original signature should be most important and should not be compromised when possible. Ideally, if we had the option to make the change and that change is updated on the progress note without removing the signature or maybe having the choice to keep the signature or remove it would be great as long as the updates are synced to the note since most times the necessary changes are at appointment/invoice level, rather than the actual documentation level.